John Veas is a financial advisor at Merrill with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Bank of America and Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brent Coleman is a financial advisor with UBS Financial Services in Newtown, PA, holding a Series 66 designation and nine years of industry experience. He has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of services including fee-based financial planning, discretionary and non-discretionary portfolio management, and distributes proprietary research to tailor investment solutions.

Clyde McKay is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has previously worked with Avantax Investment Services, Inc. and his own CPA firm, McKay, DeRito & Pollock, LLC. Outside of advising, he serves on the council of Washington Crossing United Methodist Church and is involved in tax preparation and accounting through his ongoing consultant role. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party investment strategies.

Peter Schintzler is a Series 66-licensed financial advisor at Merrill with 31 years of industry experience. He has worked at Merrill since 2018 and previously spent 12 years at Blackrock Investments, Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Benscoter is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and is also a CPA and owner of Benscoter Accounting Solutions, Inc., operating accounting and tax service businesses. In addition, he is a licensed real estate agent. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through a variety of third-party programs and advisory channels. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage services tailored to client goals and risk tolerance.

Adewale Akinrinde is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to that, he was employed at Vicvanny International Services Limited and Sterling Bank plc, and also spent time at the African Leadership University School of Business. He serves as Treasurer for Freehold Area Open Door, a nonprofit organization supporting individuals in the Freehold, NJ area. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Alfred Imbro is a financial advisor with Merrill in Pennington, NJ, holding a Series 66 credential and seven years of industry experience. He has been with Merrill since 2000. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Fanny Cruz is a Certified Financial Planner (CFP®) at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Basta5 LLC and WEC International. Outside of her financial advisory role, she is involved in public speaking and organizes religious activities, including teaching Bible and mission classes at various churches. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and fiduciary advisory services. The firm is notable for its large national advisor and branch network, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Jonathan Farina is a financial advisor at Stifel with 19 years of industry experience. He holds a Series 66 designation and has been with Stifel since 2007. Outside of his advisory role, he manages a personal rental property business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Jared Chud is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2016, including time at Merrill Lynch prior to the firm's rebranding. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies with support from internal and third-party managers.

Sejal Patel is a financial advisor at Merrill with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Merrill in 2025, she worked at AT&T Services Inc for five years and held roles at Suntrust Advisory Services, Inc and Portfolio Evaluations Inc. She is also affiliated with Boston University's Questrom School of Business. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Victor Ladolcetta is a financial advisor at LPL Enterprise with six years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Prudential Insurance Company of America, Pruco Securities, LLC, Equitable Advisors, and HSBC. Outside of his advisory role, Ladolcetta is also involved with The Clark Group, LLC, providing insurance and financial product sales and services. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering both advisory and brokerage services. The firm’s integrated platform combines adviser programs with financial product sales and provides access to model portfolios, third-party asset management, and insurance products.

Robert Moses is a Certified Financial Planner (CFP®) at UBS Financial Services with 26 years of industry experience. He has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management to provide a broad range of services.

Brian Donlon is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Merrill and Janney Montgomery Scott. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, with clients able to choose whether to implement recommendations through brokerage or advisory programs.

Christopher Rieger is a financial advisor at Merrill with 22 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Financial Engines Advisors L.L.C. and Bank of America. Rieger is based in Pennington, NJ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Rashon Holmes is a Planning Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works closely with clients to develop comprehensive financial plans tailored to their life stages and individual circumstances. Prior to joining Fidelity Investments, Rashon served as a Premier Advisor at Citizens Bank from 2019 to 2022 and as a Relationship Banker at Santander from 2018 to 2019. His experience spans various aspects of financial advising and client relationship management. Rashon emphasizes building long-term relationships based on mutual respect and trust. He leverages the tools available at Fidelity to assist clients throughout their financial journeys, aiming to provide them with confidence in their overall financial plans.

Jacob Wise is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2025, he held positions at Bank of America, Secure Income Management, and other financial firms. Outside of his advisory role, he operates several creative businesses, including voiceover narration, tabletop board game hosting, and creating fictional literary content, as well as managing a travel-focused video production venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Amanda Schulenberg is a financial advisor with Thrivent Investment Management in Montgomeryville, PA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Thrivent and its affiliated firms since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations on various financial planning topics without portfolio management or discretionary trading authority.

Michael Hunsicker is a CFP®-certified financial advisor with 17 years of industry experience. He currently works at Edward Jones and has previously held roles at Northwestern Mutual and Hartford Investment Financial Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Daniel Pfeiffer is a Series 66 licensed advisor with 17 years of industry experience, currently with Mass Mutual Investors Services since 2017. He previously worked at MetLife Securities Inc. from 2015 to 2017. Pfeiffer serves as the treasurer of the VE Soccer Club, where he manages financial operations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.